Congress Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History

Congress Wealth Management LLC

$6.12 Billion
Q2 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 18, 2024	SELL	$54.75 - $57.86 $4,872 - $5,149	-89 Reduced 2.29%	3,799 $219,000
Q4 2023 Feb 09, 2024	SELL	$51.51 - $55.33 $1.62 Million - $1.74 Million	-31,419 Reduced 88.99%	3,888 $213,000
Q3 2023 Oct 30, 2023	BUY	$53.5 - $55.92 $52,590 - $54,969	983 Added 2.86%	35,307 $1.89 Million
Q2 2023 Jul 13, 2023	SELL	$53.85 - $55.4 $1.08 Million - $1.11 Million	-20,043 Reduced 36.87%	34,324 $1.9 Million
Q1 2023 Apr 14, 2023	BUY	$52.13 - $55.7 $535,375 - $572,039	10,270 Added 23.29%	54,367 $2.97 Million
Q4 2022 Feb 02, 2023	SELL	$50.88 - $56.78 $5.19 Million - $5.79 Million	-101,999 Reduced 69.82%	44,097 $2.4 Million
Q3 2022 Nov 08, 2022	BUY	$51.23 - $57.83 $4.4 Million - $4.96 Million	85,796 Added 142.28%	146,096 $7.49 Million
Q2 2022 Aug 11, 2022	BUY	$52.86 - $62.23 $150,386 - $177,044	2,845 Added 4.95%	60,300 $3.34 Million
Q1 2022 May 16, 2022	BUY	$58.11 - $63.04 $3.07 Million - $3.33 Million	52,865 Added 1151.74%	57,455 $3.53 Million
Q4 2021 Feb 04, 2022	BUY	$59.34 - $63.61 $272,370 - $291,969	4,590 New	4,590 $290,000

Others Institutions Holding JEPI

# of Institutions

1,147

Shares Held

274M

Call Options Held

283K

Put Options Held

338K

About J P MORGAN EXCHANGE-TRADED FD

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